Agent Details @if (tabHasError(0)) { }

Agent Details

Choose the branch, then find the client who will act as agent - their name, address and accounts are filled in from them.

Home Branch

@for (office of offices; track office.id) { {{ office.name }} }

The branch this agent's collections belong to

Client ID or Name

@if (clientNeedsSearch) { Press search to find this client by name or mobile number } @else if (clientAlreadyAgent) { This client is already agent {{ clientAlreadyAgent }} } @else if (clientAgeProblem) { {{ clientAgeProblem }} } @else if (clientOtherBranch) { This client belongs to another branch } @else if (clientLookupFailed) { No client found with this ID } @else if (loadedClientName) { {{ loadedClientName }} }

Agent Code {{ (agentId ? agentForm.get('agentCode')?.value : expectedAgentCode) || '—' }} {{ agentId ? 'Assigned when this agent was opened' : 'Expected - assigned when saved' }}

Agent Name ID

Agent Opening Date

{{ agentId ? 'The date this agent was opened' : 'Business date' }}

Agent Birth Date

From the client's record

Address & Contact @if (tabHasError(1)) { }

Address & Contact

Filled from the client; change anything that differs for the agent.

Agent Address (Line 1)

Agent Address (Line 2)

Agent City

Agent PinCode

Agent Telephone

Accounts @if (tabHasError(2)) { }

Accounts

The ledger account the agent's cash passes through, and the savings account commission is paid into.

GL Account

@for (account of filteredGlAccounts; track account.id) { {{ account.glCode }} · {{ account.name }} }

This agent's collections pass through it. One agent to an account.

Agent Saving A/C Type

@for (accountType of savingsAccountTypes; track accountType) { {{ savingsAccountTypeCodes[accountType] || accountType }} }

@if (savingsAccountTypes.length === 0) { @if (loadedClientName) { {{ loadedClientName }} has no savings account — commission can only be paid into one } @else { Enter a Client ID first — types come from that client's own accounts } }

Agent Saving A/C No

@for (account of accountsOfChosenType; track account.id) { {{ account.accountNo }} } @if (accountsOfChosenType.length === 0) { Choose an A/C Type first }

@if (savingsInfoLoading) {

Reading the account…

} @else if (savingsInfoFailed) {

Could not read this account's balance just now.

} @else if (savingsInfo) {

Account Status {{ savingsInfo.status }}

Balance {{ savingsInfo.symbol }}{{ savingsInfo.balance | number: '1.2-2' }}

Hold {{ savingsInfo.symbol }}{{ savingsInfo.hold | number: '1.2-2' }}

Available Balance {{ savingsInfo.symbol }}{{ savingsInfo.available | number: '1.2-2' }}

}

Guarantors @if (guarantors.length > 0) { {{ guarantors.length }} } @if (tabHasError(3)) { }

Guarantor's Detail

Someone other than the agent who stands behind them. Add as many as are needed.

@if (guarantors.length === 0) {

No guarantors added yet.

} @for (guarantor of guarantors.controls; track guarantor; let i = $index) {

{{ i + 1 }} Guarantor {{ i + 1 }}

Client ID or Name

@if (guarantor.get('clientId')?.hasError('selfGuarantor')) { The agent cannot be their own guarantor } @else if (guarantor.get('clientId')?.hasError('duplicateGuarantor')) { This client is already a guarantor above } @else if (guarantor.get('clientId')?.hasError('pattern')) { Press search to find this client by name or mobile number }

Guarantor Name

Telephone

Address 1

Address 2

City

Pin Code

}

@if (agentId) {

Balances @if (tabHasError(4)) { }

Balances

What the agent holds on the books at the start.

Agent Current Balance

Agent Opening Balance

}

Agent Master Entry

Agent Details

Address & Contact

Accounts

Guarantor's Detail

Balances